Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,410 | $282,059+17.9% | $213,469+55.7% | $154,746+114.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 77.1%-10.5pp | 80.7%-14.0pp |
| Annual return | 12.07% | 20.90%-8.8pp | 20.58%-8.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,135 | $6,189-65.5% | $4,994-57.2% | $4,379-51.2% |
| Participant deferral / active EE | $6,406 | $8,186-21.7% | $6,841-6.4% | $6,730-4.8% |
| Admin fee / account holder | $6,839 | $37,435-81.7% | $27,141-74.8% | $14,365-52.4% |